Summer Associate, Wealth Management

Cohen & Steers · Wealth Management

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Pay: $33/hr
Where: New York, NY
Posted: Sep 24

Job Title: Summer Associate, Wealth Management

Department: Wealth Management

Reports To: VP, Head Of Internal Sales

FLSA Code: Non-Exempt

Estimated Salary: $33/hour

Job Summary:

The Wealth Management (Internal Sales) group provides service to financial advisors, RIAs, Multi Family Offices and Bank Trusts throughout the country working in partnership with Regional Managers to maintain and cultivate relationships. Primary responsibilities are to gather and analyze data, assist with record keeping and improve marketing techniques. Cohen & Steers is committed to an inclusive culture, valuing diversity in support of our people and clients.

Major Responsibilities/Activities:

What you'd do

Create and update high priority lists in Salesforce CRM
Assist National Accounts department in day-to-day activity
Leverage Salesforce CRM to measure sales and activity trends across Wealth Management Consulting Group
Support Head of Wealth Management Defined Contribution with materials and reporting
Phone & Desk shadow Wealth Management Associates routinely to become more familiar with asset management role
Aid in the shipments of marketing materials, promotional items, and Internal mailings
Research competitor websites and share any relevant updates to enhance Sales team product messaging
Update Morningstar templates on terminal and share with the Wealth Management team
Implement external lists and reports into Salesforce CRM
Assist on various data projects that aid the sales team in targeted outreach and/or aid management in sales reporting

What they want

Undergraduate student with an expected graduation date in 2028
Excellent verbal and written communication skills
High degree of professionalism
Strong interest in financial markets
Skilled use of problem-solving and research abilities
Able to multitask and prioritize in deadline driven environment
Proficient in MS Office with emphasis on Word, Excel and Access
Demonstrates inclusive behaviors in support of a culture that values diverse perspectives
Able to meet the firm's work arrangement policy in our New York City office (5 days in-office)
Some exposure and knowledge of financial services/asset management a plus